Agency bill disbursements

An agency bill disbursement is an object used to return money that is related to an agency bill policy to a producer. Typically, agency bill disbursements are created because a producer overpaid for a given statement.

Agency bill disbursements are created manually. In some cases, agency bill disbursements require approval in order to be paid out to the recipient. BillingCenter pays agency bill disbursements by sending money from the producer’s unapplied fund to the payee.

For more information, see the BillingCenter Application Guide.

You can retrieve, create, modify, reject, and approve agency bill disbursements through Cloud API.

Retrieve agency bill disbursements

Use the following endpoint to retrieve all of a producer’s disbursements:
  • GET /billing/v1/producers/{producerId}/disbursements
Use the following endpoint to retrieve an individual agency bill disbursement:
  • GET /billing/v1/disbursements/{disbursementId}

These endpoints return disbursements of all statuses, whether they are pending, approved, sent, and so on.

For example, the following demonstrates retrieving all of a producer’s disbursements:

Command
GET /billing/v1/producers/bc:435/disbursements
Response
{
    "count": 4,
    "data": [
        {
            "attributes": {
                "address": "e",
                "amount": {
                    "amount": "200.00",
                    "currency": "usd"
                },
                "closeDate": "2025-03-13",
                "disbursementNumber": "1000000001",
                "dueDate": "2025-07-16",
                "id": "bc:SgyU8VjhDtR891DpClRGr",
                "mailTo": "e",
                "payTo": "e",
                "paymentInstrument": {
                    "displayName": "Responsive",
                    "id": "bc:SQ3VcrkB9gHOAr7dxempT",
                    "type": "UniversalPaymentInstrument",
                    "uri": "/billing/v1/universal-payment-instruments/bc:SQ3VcrkB9gHOAr7dxempT"
                },
                "producer": {
                    "displayName": "Red Apple Agency",
                    "id": "bc:435",
                    "type": "Producer",
                    "uri": "/billing/v1/producers/bc:435"
                },
                "reason": {
                    "code": "Overpay",
                    "name": "Overpayment"
                },
                "status": {
                    "code": "Sent",
                    "name": "Sent"
                }
            },
            ...
        }
    }
}

Create agency bill disbursements

Use the following endpoint to create an agency bill disbursement:
  • POST /billing/v1/producers/{producerId}/disbursements

The following fields are required when creating a producer disbursement:

Field Description Note
address The address of the recipient, as a string
dueDate The date the outgoing payment is due to be created, as a datetime string Cannot be in the past or before the payment date of the suspense payment
mailTo The name of the recipient, as a string By default this is the same as the payTo field, but can be different
payTo The name of the payee, as a string
reason An entry in the Reason typelist (for example, Cancellation or PolicyChange)
amount The amount of the disbursement, as a monetaryAmount object Must not be greater than the amount in the producer’s unapplied fund

For example, the following request creates a producer disbursement with the minimum required fields.

Command
POST /billing/v1/producers/bc:2919/disbursements
Request body
{
    "data": {
        "attributes": {
            "address": "995 N. Wildflower Way",
            "dueDate": "2025-11-11",
            "payTo": "Allrisk Agency",
            "reason": {
                "code": "Overpay"
            },
            "amount": {
                "amount": "50",
                "currency": "usd"
            }
        }
    }
}

If the payment instrument is not specified, the producer’s default payment instrument is used.